Browsing Tag
401(k) Advisors
333 posts
A 401(k) advisor is a financial professional specializing in employer-sponsored retirement plans, specifically 401(k)s. They guide plan sponsors (employers) in various aspects, including plan design, investment selection, employee education, and ensuring compliance with regulations like ERISA. They also help plan sponsors fulfill their fiduciary responsibilities.
Implications from ‘Brexit’ and Beyond
On Thursday, the citizens of the United Kingdom (UK) voted to leave the European Union (EU). The markets…
401(k) Robo-Advisor Betterment Halted Trading During Brexit: WSJ
Our robot overlords won’t be pleased. The Wall Street Journal reports that high-profile 401(k) robo-advisor Betterment, described as…
Fidelity Goes All Vanguard, Lowers Expenses on 27 Funds
Another skirmish in the fight for low fees has Fidelity Investments reducing total expenses on 27 of its equity…
Pershing on a 401(k) Recordkeeping Roundup
Pershing LLC has doubled the number of 401(k) recordkeepers on its Retirement Plan Network in the past year, adding…
401(k) Investment: Will Active Managers Turn the Tide?
Active funds skid while passive funds surge, fueling the age-old and (seemingly) never-ending passive vs. active investment debate.…
What’s Bogle Think of ‘Brexit?’
Morningstar spoke with John Bogle last week about a variety of investing topics, “Brexit” (or England’s vote to…
401(k) Assets Hit $4.8 Trillion in First Quarter of 2016
U.S. Retirement Assets hit $24.1 trillion as of March 31, up .6 percent from the end of December,…
Global Retirement Partners Lands New 401(k) Advisor, $2 Billion in Assets
Global Retirement Partners, the brainchild of high-profile 401(K) industry insider Bill Chetney, said last week that Ellen Lander…
Dems Block GOP 401(k) Fiduciary Attack
Largely lost among the Democrat party’s sit-in over expanded gun control laws was news that they were also…
How will ‘Brexit’ Affect 401(k) Participant Savings?
It appears the best way to describe the “Brexit” fallout after the historic vote, in which Britain chose…